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We recently attended a wealth conference focused on registered investment advisor (RIA) growth strategies. Across the presentations and panel discussions, several themes consistently emerged: organic growth pressure, referral optimization, operational scalability, customer relationship manager (CRM) adoption, and efficiency driven by artificial intelligence (AI). The industry is clearly shifting from relationship-based “accidental growth” toward intentional, measurable,…

Even in its most basic form, Salesforce is a powerful tool. Yet many registered investment advisors (RIAs) reach a tipping point soon after the initial implementation, data migration, and training. As wealth management firms grow, manual workflows, spreadsheets, and inconsistent processes can quickly become operational bottlenecks that slow business momentum and increase risk. RIAs need…

Increasingly, and understandably, registered investment advisors (RIAs) are asking important questions about the role of artificial intelligence (AI) in wealth management and Agentforce: Are we behind? How are other wealth firms using Agentforce for their business? How are individual advisors using AI with their clients? What’s the current adoption of Agentforce? As we kick off…

Registered investment advisors (RIAs) operate in an increasingly complex environment. Client expectations are rising, compliance demands are growing, and differentiation in a competitive landscape is critical. As firms grow, the technology that once served them well begins to fall short, prompting many RIAs to make a strategic switch to Salesforce Financial Services Cloud (FSC). Why?…

Training That Scales: How ShellBlack Helped a $29B RIA Train for Today — and Tomorrow Training is one of the most critical — and often underestimated — factors in successful Salesforce adoption. This was especially true for a large registered investment advisor (RIA) firm based in New York with $29 billion in accounts under management…

Salesforce launched Financial Services Cloud (FSC) in 2016 as a managed package tailored specifically for wealth management firms, registered investment advisors (RIAs), and other financial services organizations. This initial version provided an industry-specific data model and pre-built features designed to streamline client management, householding, and financial account tracking within Salesforce. In 2019, Salesforce began moving…

Unlocking the Power of Multi-Custodial Data Aggregation for RIAs In today’s digital-first wealth management landscape, client expectations are evolving as rapidly as technology. Real-time insights, personalized service, and seamless access to comprehensive financial data are no longer just nice to have — they’re essential.  In a recent joint webinar, industry leaders came together to address…

At the inaugural Financial Planning Advise AI conference in Las Vegas, ShellBlack joined an impressive slate of industry experts to unpack the impact of artificial intelligence (AI) for financial advisors. No matter the size of the financial firm, AI has the potential to help advisors nurture client relationships and grow the business more efficiently. President…